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All the functionality of Database view should be available in NXT webview
Given that we have been told that the intention is to "switch off" Database View at the end of 2024, this is obviously what is needed.32
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Pledge Payment in Donor Portal
There is currently no way to process pledge payments via credit card or ACH that isn't a manual lift. This portal seems to be the perfect solution. Can we add "pay my pledge" on the portal?1 Planned
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Allow us to change external-facing fund names on annual statements and in the portal
We need our funds to be labeled a certain way for internal tracking purposes, but seeing those names would be confusing for donors. It would be great if Blackbaud would allow us to change the fund names that donors see on the annual statement and ...2 Reviewed: Voting Open
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Allow messages for portal invite to be customized.
It would be very useful to be able to edit the message sent to constituents who are invited to use the portal. This would allow us to use this portal to easily complete board member onboarding with ease.2 Reviewed: Voting Open
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Notification & ability to review donor changes made in Portal to gifts
We need to be notified of and have the ability to review changes donors make to their gifts in the donor portal. Example- we have donors putting a hold on their recurring gifts and we don't know about it until it tries to process.3 Reviewed: Voting Open
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Donation forms in the Portal should pre-populate
When someone has logged in to their donor portal, and makes a gift, the donations form does not populate with the address or email. Since a person has already logged in, that information should pre-populate.0 Reviewed: Voting Open
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User portal - Allow Organizations Access for Managing Recurring Giving and Updating Profile Information
Allow abiility for Organizations set as an Organizational Record to be linked to their portal to manage recurring giving and profile updates - same as an individual record.1 Reviewed: Voting Open
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Consent options in portal
It would be really helpful to allow constituents to manage their consent options through the new Portal1 Reviewed: Voting Open
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membership edits in NXT And in the Portal
Membership adjustments need to come to NXT. 1) we need to be able to update memberships in NXT, and 2) we need constituents to update their memberships through the portal.1
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Register for Exclusive Events in Portal
Our member benefits include access to exclusive events, and there are different events at different levels of membership. It would be great to ask members to log into their portal to see their upcoming events, register, and view their registrations.0